Lesaka Technologies
LSAK
84 hedge funds and large institutions have $322M invested in Lesaka Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $273M → $322M (+$49.3M)
12% more funds holding
Funds holding: 75 → 84 (+9)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
40% less call options, than puts
Call options by funds: $932K | Put options by funds: $1.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$18.4M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.23M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$2.8M |
| 4 |
Morgan Stanley
New York
|
+$1.56M |
| 5 |
SC
Seawolf Capital
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$21.5M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$5.11M |
| 3 |
SC
Sophrosyne Capital
New York
|
-$3.8M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$2M |
| 5 |
Barclays
London,
United Kingdom
|
-$1.18M |
LSAK Hedge Fund Activity: Q2 2014 in Review
84 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lesaka Technologies (LSAK) for Q2 2014, worth a combined $322M — up 18% from $273M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LSAK positions and 9 closed out — a net gain of 9 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $18.4M. The largest seller was General Atlantic, cutting an estimated $21.5M.
- 84 institutional investors held Lesaka Technologies (LSAK) as of Q2 2014, up from 75 in Q1 2014.
- Funds reported $322M of Lesaka Technologies stock for Q2 2014, up 18% quarter-over-quarter.
- 18 funds opened new Lesaka Technologies positions in Q2 2014 and 9 closed out, a net change of +9 holders.
- The largest Lesaka Technologies buyer in Q2 2014 was Philadelphia Financial Management of San Francisco, an estimated $18.4M added.
- The largest Lesaka Technologies seller in Q2 2014 was General Atlantic, an estimated $21.5M sold.
Based on aggregated 13F filings for Q2 2014.